A second TE is also a strong possibility to start. It would be someone who is already skilled in ready defenses and finding open areas in the zone. Not a speed guy like VD but more along the lines of a Jason Witten or Heath Miller. A big rugged guy with more agility than Davis that would be that safety valve when defenses get early pressure on the QB. Not sure who would be there at the end of the 2nd round as that is where I could see the pick going for a TE.
As to a second TE being considered a starter, I just don't see that happening. With Boldin and Crabtree being settled as starters, if Jenkins did not win the job as a 3rd wideout in many situations, he would clearly have to be written off as a major bust. I have hopes that would not be the case. In reality, with the multiple sets Harbaugh/Roman use, the idea of who starts and who comes in with the different packages makes it hard to say who is a "starter" and who is just part of another package that plays a lot. In either case, the time Walker received should indicate a second TE would get a lot of PT.